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SKERRYVORE ASSET MANAGEMENT LTD
SKERRYVORE ASSET MANAGEMENT LTD
Latest filing: 2026-06-30
SKERRYVORE ASSET MANAGEMENT LTD runs SKERRYVORE ASSET MANAGEMENT LTD and currently holds 7 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $112.00M. Their top holdings are FNV, FMX, KOF, MELI, WPM. The top five represent 99.1% of reported portfolio weight. SKERRYVORE ASSET MANAGEMENT LTD ranks #632 out of 1000 investors tracked by Alpha Score. They added to 1 existing position. They trimmed 5 positions. Their current best-performing preview position is FMX with returns of +14.63%.
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7 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FNV FRANCO NEV CORP | 30.38% | $117.59 | $265.98 | +126.19% | Trimmed -6.90% |
 FMX FOMENTO ECONOMICO MEXICANO S | 28.17% | $98.63 | $120.56 | +22.23% | Trimmed -7.91% |
 KOF COCA-COLA FEMSA SAB DE CV | 25.10% | $83.10 | $112.09 | +34.89% | Trimmed -6.23% |
 MELI MERCADOLIBRE INC | 13.50% | $1,699.66 | $1,922.73 | +13.12% | Added +34.15% |
 WPM WHEATON PRECIOUS METALS CORP | 1.96% | $56.24 | $157.73 | +180.46% | Held |
 HDB HDFC BANK LTD | 0.71% | $32.21 | $23.60 | -26.75% | Trimmed -22.83% |
 INFY INFOSYS LTD | 0.18% | $17.82 | $11.95 | -32.94% | Trimmed -24.76% |